Estate tax can sometimes informally be referred to as the “death tax,” as it is tax applied to the estate of the deceased before the money is passed to heirs and beneficiaries. Estate taxes are different from state to state and the federal government has rules and regulations that govern estate taxes.

But Ohio is one of 38 states that does not tax estates, no matter the amount that is passed.

As of January 1, 2013, filing is no longer required for individuals’ estates with a date of death after January 1, 2013. Before this change, estate administrators were required to file Ohio Estate Tax returns within 15 months of the date of death. Now, the filing is not required by the state, making Ohio estate tax in 2019 much simpler and easier to complete.

Inheritance taxes — which are different from estate taxes — also fall under this rule and do not require an Ohio estate tax or inheritance tax filing of individuals with a date of death after January 1, 2013.

Other States’ Influence on Ohio Estate Tax

While Ohio does not have an inheritance or estate tax, other states may. If the deceased lived in another state while you are an Ohio resident, you may be subject to inheritance or estate tax law. It’s important to consult with a legal expert knowledgeable in estate tax laws to understand how another state’s laws will affect your inheritance or the estate tax of the decedent whose estate you are administering.

Contact The Obenour Legal Group

If you’re struggling to understand how to handle estate planning or executing an estate after a loved one’s death, contact The Obenour Legal Group to help you better understand the Ohio estate tax laws and federal or other state regulations that may apply to you. It’s crucial to plan ahead or fully realize the extent of tax laws when it comes to inheritance, beneficiaries, asset protection and more. I offer free 30-minute case reviews for clients who request more guidance on laws regarding Ohio estate tax.